The RMD Solution for Financial Advisors and Wealth Managers
  • Centralized platform for managing RMDs
  • Real-time dashboard showing progress
  • Robust reporting capabilities for decision-making
  • Provide client-facing annual RMD communications 
  • Integration with wealth management systems
  • Eliminates the need for manual spreadsheets
  • Avoids laborious research on calculation methods
  • Scenarios clearly explained
  • Provides Qualified Charitable Distribution (QCD) reports
  • Tracks RMD distributions during the year
  • Training and support resources
  • Client relationship management (CRM) features

Manage Your Clients With Confidence

Say farewell to spreadsheets and welcome a streamlined, convenient approach to managing clients with ProTracker RMD.

​The RMD Wizard aids:​

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